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Jeffrey Lee Stock

Advisory Services Network

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About Jeffrey Lee Stock

Jeffrey Stock is a financial advisor registered with Advisory Services Network, LLC. Jeffrey is a registered representative with FINRA and is a registered investment advisor in South Carolina and Texas. Jeffrey has been in the securities industry since July 22, 2004 and has experience in investment management, financial planning, and financial consulting. Jeffrey is also a partner in FS Investments, a commercial rental property business.

Firm Information

Jeffrey Stock is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Stock’s Registration & Firm History

SC

08/08/2011 - Present

Advisory Services Network (Columbia SC)

SC

08/16/2011 - 10/03/2014

RESOURCE HORIZONS GROUP LLC (CAMDEN SC)

SC

04/23/2008 - 08/12/2011

THRIVENT INVESTMENT MANAGEMENT INC. (IRMO SC)

GA

06/06/2006 - 04/23/2008

INVEST FINANCIAL CORPORATION (MARIETTA GA)

SC

07/23/2004 - 06/08/2006

THRIVENT INVESTMENT MANAGEMENT INC. (IRMO SC)

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Licenses & Designations

BOTH

Issued 08/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jeffrey Lee Stock. Review regulatory record here.
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